STRATEGY STUDIO / PUBLIC DATA EXPLORER

TUDOR FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TUDOR FOUNDATION (EIN 91-1708176)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-07
IRS object ID
201341279349101069
Schema version
2012v2.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-07T15:48:28-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert W Jones Inc PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16320 NE 165th CourtAddressLine1
CityKenmoreCity
StateWAState
ZIP Code980283971ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN911708176EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE TUDOR FOUNDATIONBusinessNameLine1
Business Name Line2co ROGER RIEGERBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTUDONameControl
Phone2063432337Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 UNIVERSITY ST STE 1200AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROGER A RIEGERName
TitlePresidentTitle
Date Signed2013-05-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRobert W JonesName
PTINP00106827PTIN
Phone4254819939Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1153010FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss14916ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss137InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm137InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm137InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss4550DividendsRevAndExpnss
Dividends Net Invst Incm4550DividendsNetInvstIncm
Dividends Adj Net Incm4550DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss612NetGainSaleAssetsRevAndExpnss
Other Income Rev And Expnss831246OtherIncomeRevAndExpnss
Total Revenue And Expenses851461TotalRevenueAndExpenses
Total Net Investment Income4687TotalNetInvestmentIncome
Total Adjusted Net Income4687TotalAdjustedNetIncome
Legal Fees Rev And Expnss659LegalFeesRevAndExpnss
Legal Fees Adj Net Incm659LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps659LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1050AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm1050AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1050AccountingFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss839TravConfMeetingRevAndExpnss
Trav Conf Meeting Adj Net Incm839TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps839TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss1688OtherExpensesRevAndExpnss
Other Expenses Adj Net Incm1688OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps1688OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4236TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm4236TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps4236TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss234396ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps234396ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss238632TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm4236TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps238632TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses612829ExcessOfRevenueOverExpenses
Net Investment Income4687NetInvestmentIncome
Adjusted Net Income451AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY16587CashBOY
Cash EOY534CashEOY
Cash EOYFMV534CashEOYFMV
Accounts Receivable1311AccountsReceivable
Accounts Receivable BOY1311AccountsReceivableBOY
Accounts Receivable EOY1311AccountsReceivableEOY
Accounts Receivable EOYFMV1311AccountsReceivableEOYFMV
Investments Corp Stock BOY180503InvestmentsCorpStockBOY
Investments Corp Stock EOY151165InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV151165InvestmentsCorpStockEOYFMV
Investments Other BOY-7491535InvestmentsOtherBOY
Investments Other EOY-6836885InvestmentsOtherEOY
Investments Other EOYFMV1000000InvestmentsOtherEOYFMV
Total Assets BOY-7293134TotalAssetsBOY
Total Assets EOY-6683875TotalAssetsEOY
Total Assets EOYFMV1153010TotalAssetsEOYFMV
Accounts Payable BOY51492AccountsPayableBOY
Accounts Payable EOY47922AccountsPayableEOY
Total Liabilities BOY51492TotalLiabilitiesBOY
Total Liabilities EOY47922TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY3169312CapitalStockBOY
Capital Stock EOY3169312CapitalStockEOY
Retained Earnings BOY-10513938RetainedEarningsBOY
Retained Earnings EOY-9901109RetainedEarningsEOY
Total Net Assets BOY-7344626TotalNetAssetsBOY
Total Net Assets EOY-6731797TotalNetAssetsEOY
Total Liabilities Net Assets BOY-7293134TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY-6683875TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY-7344626TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses612829ExcessOfRevenueOverExpenses
Subtotal-6731797Subtotal
Total Net Assets Fund Balances EOY-6731797TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1215447QualifyingDistributionsYear1
Noncharitable Assets Year1492908NoncharitableAssetsYear1
Distribution Ratio Year10.43709DistributionRatioYear1
Qualifying Distributions Year2156426QualifyingDistributionsYear2
Noncharitable Assets Year2493317NoncharitableAssetsYear2
Distribution Ratio Year20.31709DistributionRatioYear2
Qualifying Distributions Year3178308QualifyingDistributionsYear3
Noncharitable Assets Year3461136NoncharitableAssetsYear3
Distribution Ratio Year30.38667DistributionRatioYear3
Qualifying Distributions Year4178824QualifyingDistributionsYear4
Noncharitable Assets Year4424584NoncharitableAssetsYear4
Distribution Ratio Year40.42118DistributionRatioYear4
Qualifying Distributions Year5255701QualifyingDistributionsYear5
Noncharitable Assets Year5525585NoncharitableAssetsYear5
Distribution Ratio Year50.48651DistributionRatioYear5
Total Distribution Ratio2.04854TotalDistributionRatio
Average Distribution Ratio0.40971AverageDistributionRatio
Net Noncharitable Assets171779NetNoncharitableAssets
Adjusted Noncharitable Assets70379AdjustedNoncharitableAssets
One Percent Net Investment Income47OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One70426AdjNonchrtblAssetsAndOnePct
Qualifying Distributions238632QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax47InvestmentIncomeExciseTax
Subtotal47Subtotal
Tax Based On Investment Income47TaxBasedOnInvestmentIncome
Tax Due47TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithWAStatesFiledWith
States Filed WithORStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROGER RIEGERBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2063432337BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1411 UNIVERSITY ST STE 1200AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
ERIN R BARANICK
3304 E Republican StSeattleWA98112Vice President0.000
E ANNETTE RIEGER
1809 PARKSIDE DR ESEATTLEWA98112SECRETARY0.000
ROGER A RIEGER
411 UNIVERSITY ST STE 1200SEATTLEWA98101President5.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1GOLD SCHOLARS PROGRAM - PROVIDED GRANTS FOR EDUCATIONAL RELATED EXPENSES TO STUDENT MEMBERS OF THE PROGRAM WHO WERE MENTORED IN HIGH SCHOOL AND NOW IN COLLEGE.PROVIDED MENTORING AND FINANCIAL SUPPORT TO AT RISK YOUTH TO HELP THEM SUCCEED IN THEIR EDUCATION.Description1
Expenses1126288Expenses1
Description2FUNDS PROVIDED TO INDIVIDUAL STUDENTS FOR POST HIGH SCHOOL TUITION, BOOKS, AND RELATED EDUCATIONAL EXPENSES.Description2
Expenses251016Expenses2

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities165834AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8561AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets174395TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets174395AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2616CashDeemedCharitable
Net Noncharitable Assets171779NetNoncharitableAssets
Minimum Investment Return8589MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions238632ExpensesAndContributions
Qualifying Distributions238632QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm47OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions238585AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling1996-09-09DateOfRuling
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year451CurrentYear
Total451Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year383CurrentYear
Total383Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year238632CurrentYear
Year1215489Year1
Year2156461Year2
Year3178339Year3
Total788921Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year238632CurrentYear
Year1215489Year1
Year2156461Year2
Year3178339Year3
Total788921Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Current Year-6683874CurrentYear
Year1-7293133Year1
Year2-7654592Year2
Year3-7667846Year3
Total29299445Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROGER A RIEGERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
PROSTHETICS OUTREACH FOUNDATION
400 E PINE STSEATTLEWA98122NONEPUBLICHUMANITARIAN$1,000
MLK FAME COMMUNITY CENTER
3201 EAST REPUBLICAN STREETSEATTLEWA98112NONEPUBLICEDUCATIONAL$1,980
R PLACE OF REFUGE
PO BOX 32KENTWA98035NONEPUBLICHUMANITARIAN$5,813
NORTHWEST TAP CONNECTION
8732 RAINIER AVENUE SOUTHSEATTLEWA98118NONEPUBLICEDUCATIONAL$9,403
CAYA
119 23RD AVESEATTLEWA98122NONEPUBLICEDUCATIONAL$5,100
SEATTLE VOCATIONAL INSTITUTE
2120 SOUTH JACKSON STREETSEATTLEWA98144NONEPUBLICEDUCATIONAL$8,700
AUSTIN FOUNDATION
1918 TERRY AVENUESEATTLEWA98101NONEPUBLICEDUCATIONAL$25,096
GOLD SCHOLARS PROGRAM
411 UNIVERSITY ST STE 1200SEATTLEWA98101NONEINDIVEDUCATIONAL$126,288
MISC COLLEGE STUDENTS
411UNIVERSITY ST STE 1200SEATTLEWA98101NONEINDIVEDUCATIONAL$51,016
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year234396TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code37ExclusionCode
Exclusion$137ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,550ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$612ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
QUATAMA HOUSING LP K-137$654,522
MANAGEMENT FEES37$176,724

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$836,545ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA836545TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,050Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income1050AdjustedNetIncome
Disbursements Charitable Prps1050DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$659Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income659AdjustedNetIncome
Disbursements Charitable Prps659DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MISCELLANEOUS121212
LICENSES464464464
INSURANCE121212121212

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
QUATAMA HOUSING LP K-1654522
MANAGEMENT FEES176724